Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IZSAX (INVESCO SELECT OPPORTUNITIES FUND CLASS A) | NA | -0.55% | -1.20% | 6.05% | NA | NA | NA | … | … |
Data as of 12/22/2020, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IZSAX (INVESCO SELECT OPPORTUNITIES FUND CLASS A) | 08/06/2012 | 12/22/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.55 | -1.20 | 6.05 | NA | NA | NA | … | … | -1.03 | 19.02 | -18.32 | 18.72 | 14.42 | -10.55 | 0.85 | 27.96 | 13.19 |
| Sharpe Ratio | NA | -0.01 | -0.08 | 0.24 | NA | NA | NA | … | … | -0.03 | 1.25 | -1.38 | 2.05 | 0.77 | -0.75 | 0.09 | 3.51 | 4.08 |
| Standard Deviation(%) | NA | 41.20 | 26.48 | 22.48 | NA | NA | NA | … | … | 41.68 | 14.06 | 14.19 | 8.84 | 18.38 | 14.13 | 9.55 | 7.95 | 8.98 |
| Draw Down(%) | NA | 48.94 | 50.83 | 50.83 | NA | NA | NA | … | … | 48.94 | 11.67 | 25.37 | 5.54 | 13.51 | 18.33 | 12.70 | 3.61 | 4.72 |
| Yield(%) | 0.00 | 0.00 | 2.70 | 2.25 | 2.27 | 1.52 | 1.14 | … | … | 0.00 | 5.04 | 4.12 | 0.00 | 0.00 | 2.23 | 2.03 | 1.62 | 1.66 |
Data as of 12/22/2020, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZSAX (INVESCO SELECT OPPORTUNITIES FUND CLASS A) |
-11.52%
Mar 2017 – Mar 2020 |
-5.45%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZSAX (INVESCO SELECT OPPORTUNITIES FUND CLASS A) |
10.49%
Sep 2015 – Sep 2018 |
9.90%
Oct 2012 – Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart